Interested in speaking with someone? Send us a message and someone will be in contact with you promptly.
Thank you for your submission.
We will be in contact with you shortly.
Prepare. Buy Quality. Be Patient.
Our goal is to help you work towards achieving your financial goals through financial planning and customized portfolio management.
Managing your wealth can be a full-time occupation. In our ever-changing financial environment, the examination of potential opportunities and the timing of investment decisions are factors which need careful and consistent attention.
As investment professionals, our success is based on your success. We follow a disciplined investment process which we have created and refined through our decades of experience. We are ready to put our skills and capabilities to work for you.
Awards and Recognition
Forbes 2023 Top Women Wealth Advisors
by Forbes | Shook
Oppenheimer & Co. Inc. is pleased to congratulate Larissa A. Poindexter, Managing Director - Investments, for being named Forbes 2023 Top Women Wealth Advisor.
Oppenheimer & Co. Inc.’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. Oppenheimer & Co. Inc. isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the Oppenheimer & Co. Inc. name.